News and Commentary
Hear From Current Janney Advisors
Kenneth Feiertag
Deciding to join Janney after being at a large wire house was actually an easy choice after getting to know the management teams, both locally and in the home office. At this firm literally everyone knows your name and you can just tell everyone takes a special interest in you and especially your clients.
Jack Gary
I joined Janney after spending 25 years at another firm that became too large, too corporate, and too uncaring. Janney has provided me with the support to run my practice in an environment of mutual respect and open communication.
Thomas A Arvanites, CFP
Most of my career in in the financial services industry was with a large wire house firm. When I started to see the firm's focus shift from doing what was best for my clients to what was best for the firm I began to look around to find a company that put client satisfaction above everything else. Then I found it at Janney.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
